Deferred Annuity

I plan on investing up to $5k this year in a tax deferred vehicle. What is a good option?

IRA with mutual funds, tax deferred annuities? I heard tax deferred annuities are not protected by the govt if the company becomes insolvent and the tax consequences to your heirs if you die are higher. Any advice?

Hard to beat an IRA for tax deferral. I try to contribute the max. Tax consequences vary with each situation and a copetent pro should be consulted. Don’t forget municipal bonds as a tax FREE income vehicle as well.

Annuities are not guaranteed by the government and total losses can occur depending on underlying investment selections.

MASTER DEX X ANNUITY REVIEW

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